June 30, 2023
The Technology Lab Podcast – Review of Audit Technology Trends – July 2023
Technologists Randy Johnston and Brian Tankersley, CPA, discuss technology trends for audits.
May 28, 2012
2012 Review of Office Tools Professional — Practice Management 2012
Office Tools Professional — Practice Management 2012661-951-9200www.officetoolspro.com Best Firm Fit Office Tools Professional (OTP) Practice Management 2012 is best suited for small and mid-sized firms who want to have a single point of entry to manage all of their client interactions, correspondence and files. This system has been deployed in in firms from 2-80...…
May 28, 2012
2012 Review of Intuit — Lacerte & ProSeries DMS
Intuit — Lacerte & ProSeries DMS800-765-7777Lacerte.intuit.com, Proseries.intuit.com Best Firm Fit: The primary value of these two document storage systems is based in their direct integration with the ProSeries and Lacerte tax preparation software applications. If you’re a tax practitioner using either of these programs, or are considering a switch to them, the integrated DMS...…
May 28, 2012
2012 Review of eFileCabinet, Inc. — eFileCabinet Online
eFileCabinet, Inc. — eFileCabinet Online877-574-5505www.efilecabinet.com Best Firm FiteFileCabinet (EFC) offers a complete document storage solution that has substantial flexibility in how you configure the metadata model for organizing your file storage. As a result, EFC has been deployed in a variety of business types, including accounting and tax practices. The system has been on the...…
May 28, 2012
2012 Review of CCH Small Firm Services — PaperlessPLUS
CCH Small Firm Services — PaperlessPLUS800-375-9542www.cchsfs.com From the June 2012 review of Document Storage Systems Best Firm FitPaperlessPLUS is a document storage system that integrates with the ATX and TaxWise tax preparation, Client Accounting Suite and Fixed Asset software from CCH Small Firm Services (SFS). While the system includes certain features only available to current...…
May 28, 2012
2012 Review of RedGear Technologies — ArkWorks
RedGear Technologies — ArkWorks800-230-2322www.taxworks.com Best Firm Fit ArkWorks is a very basic document storage system that helps you organize and search for files in a more user friendly format as compared to Windows Explorer. The only application it integrates directly with is the TaxWorks tax preparation software. The best fit is for firms that...…
May 28, 2012
2012 review of Personable Inc. — ScanWriter 2012
Personable Inc. — ScanWriter 2012800-688-4281www.personable.com Best Firm Fit It is always pretty easy to identify the best firm fit for ScanWriter QuickBooks Edition (ScanWriter). It is designed at the core for serving as a document storage solution to support your QuickBooks transactions. If your firm provides outsourced bookkeeping and accounting services based on QuickBooks then...…
May 28, 2012
2012 Review of Thomson Reuters — FileCabinet CS
Thomson Reuters — FileCabinet CS 800-968-8900CS.ThomsonReuters.com Best Firm FitIt is real easy to identify where FileCabinet CS fits best. Since it is directly integrated with the entire CS Professional Suite of accounting and tax applications, FileCabinet CS fits best in firms that are utilizing one or more of those applications. The primary value proposition for FileCabinet CS...…
May 28, 2012
2012 Review of AccountantsWorld — CyberCabinet
AccountantsWorld — CyberCabinet 888-999-1366 AccountantsWorld.com Best Firm Fit CyberCabinet is a good fit for small firms that want to move to a cloud computing model. The suite of online applications from AccountantsWorld provides a “leave the driving to us” model for dealing with all of the IT infrastructure issues related to an on premise...…
May 28, 2012
2012 Review of Drake Software – Document Manager
Drake Software – Document Manager800-890-9500www.DrakeSoftware.com Best Firm Fit: The best fit firm for Drake DM is clearly for firms that are using the Drake tax software. The Drake DMS can be used as a document storage system on a stand-alone basis, however, as with many of the document storage solutions, the primary value is based...…
May 10, 2012
ADP Introduces Mobile Access to ALINE Card
Release includes enhancements to its signature, award-winning electronic pay offering .
March 29, 2012
SaaS Takes Center Stage for Small Business Accounting
Online accounting products are a small but rapidly growing segment of business management tools. Real-time collaboration between client and accountant, as well as better importing tools have made these solutions a compelling alternative to traditional, locally-installed applications. We have noticed a large number of new offerings in this space over the last couple of years,...…
March 27, 2012
Four Key Trends in Document Management Solutions
The evolution of DMS over the past ten years has been slow but steady, which is just fine because it takes time for a firm to implement all of the extended functionality.